Brian G. Morrison

Brian Morrison is a member of the firm's Corporate, Estate Planning, and Tax Practice Groups. Brian primarily represents individuals and business owners in the following areas: business succession planning, corporate compliance, estate and tax planning, probate administration; IRS audit defense.

Brian is a member of the Estate Planning and Fiduciary Law, and Tax Sections of the North Carolina Bar Association. He is a frequent lecturer on issues related to estate planning and business succession.

Education

J.D., cum laude, Thomas M. Cooley Law School, 2005

B.A., University of North Carolina at Asheville, 1996

LL.M., Taxation, University of Florida, Levin School of Law, 2006

Admissions

United States Tax Court, 2010

North Carolina, 2007

Achievements

Associate Editor of the Florida Tax Review

Board of Editors Thomas M. Cooley Law Review

Professional Memberships

Estate Planning and Fiduciary Law Section of the North Carolina Bar Association

International Association of Defense Counsel

Tax Section of the North Carolina Bar Association

North Carolina Bar

United States Tax Court

Representative Work

Represented a medical practice in matters related to the reorganization of previous corporate structure.

Advised a $7 million dollar trucking corporation on issues related to a tax-free reorganization and negotiated a purchase agreement for the sale of the corporation.

Serves as lead counsel for multiple for profit and non-profit corporations in matters related to corporate compliance, tax free re-organizations, and business succession issues.

Represented multiple individuals and corporations in administrative hearings before the North Carolina Department of Revenue and have challenged tax assessments by the Internal Revenue Service in United States Tax Court.

Advised high net worth individuals on issues related to estate planning, business succession, and tax planning.

Advised executors and trustees on issues related to probate administration and fiduciary compliance.

Prepared multiple family settlement agreements in an effort to resolve estate controversies between family members.

Presentations and Speaking Engagements

2013 Estate Planning Update: estate tax update lecture to a group of fifty high net worth clients of a major banking institution.

Top Five Business Succession Traps for Owners of Closely Held Businesses: ongoing lecture series to wealth planning division of a major banking institution

* Past success does not indicate the likelihood of success in any future legal representation.